# Calvert Balanced A (CSIFX)

> Source: Nexqual · https://nexqual.com/CSIFX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Calvert Balanced A (CSIFX), nexqual.com/CSIFX" · informational, not investment advice.

**Price:** USD 47.86 (-0.29% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 47.86 · day 47.86–47.86 · 52w 44.02–49.84 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +3.5% vs S&P 500 +13.4%; 5Y +35.7% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +3.5% | +35.7% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +3.5% | +6.3% |
| Volatility (annualized) | 9.5% | 10.8% |
| Max drawdown | -7.7% (Jan 2026→Mar 2026) | -19.7% (Dec 2021→Oct 2022) |

## Peers
CWVGX (Calvert International Equity Fu) USD 26.98 +0.00% · CSIEX (Calvert Equity Fund Class A) USD 68.1 +0.00% · CSIBX (Calvert Bond Fund Class A) USD 14.07 +0.00% · CSXAX (Calvert U.S. Large-Cap Core Res) USD 60.78 +0.00% · DSEFX (Domini Impact Equity Fund Inves) USD 41 +0.00%

## More
Full page: https://nexqual.com/CSIFX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt